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How do I use the confidential notes?

Confidential notes1:50

"How do I use the confidential notes?"

The "Confidential notes" page is a place to write notes that're only available to people who've got "Full payroll admin" permissions.

To add to a person's confidential notes:

  1. First, select the person on: "Menu", then "People"
  2. Then tap: "Pay", then "Confidential notes"
  3. Tap into the "Confidential notes" box.
  4. And type in your notes.
  5. And finally, tap: Save

You may decide to add "Confidential notes" about:

  • Disciplinary actions.
  • Changes in pay rate.
  • Managerial decisions.
  • Notes about final pay.
  • And much more.

To see a history of previously recorded notes:

  1. First, hover your mouse over: "Confidential notes"
  2. Then next to "Confidential notes", tap the three dots: (on the far left)
  3. Then tap: History
  4. And finally, history slides out on the right, listing all the notes that've been recorded in the past.

Keep in mind that:

  • The "Confidential notes" won't be visible to org admins or regular people.
  • In addition, even if you're a "Full payroll admin" yourself, you can't see the "Confidential notes" page about yourself.

For advanced usage:

  • Remember, that any employee may have the right to request a copy of their own: "Confidential notes"
  • The employee may have request rights under GDPR article 15: "Right of access by the data subject"

And that's it! That's everything you need to know about using confidential notes!

Updated: Thu, Oct 19, 2023.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/People/How_do_I_use_the_confidential_notes